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The call for applications is for a leading financial services provider (specialising in asset and wealth management) looking to support climate and environment-related programs. Organisations applying under this call for proposals should fulfil the compliance as defined under the India Companies Act, 2013 and the amendments that follow.
Key Considerations While Submitting the Proposal
There should be a clear communication plan that supports and augments the donor organisation’s brand visibility and reputation. Certain examples of what this could entail are as follows:
Inclusion of donor logo on all project-related IEC and other materials and during public engagements or events.
Prominent, tangible collateral in a high-visibility area within South or West Mumbai.
Offline media coverage, including billboards, signage, and print advertisements.
Coordinated online coverage through orchestrated efforts towards media coverage and amplification on social media and other platforms.
Opportunities for select clients or employee leaders to participate in relevant high-profile events.
Community events or campaigns designed to engage High Net Worth local residents in the vicinity.
The Proposal should have clear outcomes that are impactful.
The proposal should clearly outline the number of target beneficiaries with a bifurcation in terms of direct reach and indirect reach.
Pre and post-assessment should be undertaken as part of the project to underline the intended change brought about through the project.
Project details:
Target Audience: CSR-compliant non-profit organisations (Trust, Society, Section 8 Company etc.) with prior experience in executing Climate/Environment-related programs
Target Sectors: Environment and Climate
Geographical Locations: South or West Mumbai
Beneficiaries: Citizens of Mumbai (South/West)
Tentative Project Budget: The tentative budget should be between .80 to 1.25 Cr.
Project timelines: October 2024 to March 2025
RFP Process Timelines:
August 29 to September 6 – Applications Open
September 9 to September 13 – Due Diligence and Shortlisting
September 16 to September 20: Final Evaluations
End September – Final Announcement/Onboarding
Eligibility & Compliance Guidelines:
The organization must be a registered not-for-profit entity in India i.e. either a Society or a Trust or a Section 8 (previously Section 25) company or any other organization (as prescribed under Section 135 of The Companies Act, 2013, the CSR Rules 2014, and its amendments).
The organization must have registered u/s 80G of The Income-tax, 1961.
The organization must have registered u/s 12A of The Income-tax, 1961.
The organization must be registered with the Ministry of Corporate Affairs as CSR Implementing Agency through Form No. CSR-1.
All applicant organizations must have a minimum 3 years or above functional existence (as per their registration certificate) in India on or before 31st March 2024.
Proposals being submitted should ensure full budgetary utilisation by March 31, 2025.
The organization must be in full compliance with applicable regulatory rules and must have valid documents for registration, audited financial reports, etc. Further, the organization must have valid and timely submissions for requisite statutory and regulatory compliances (wherever applicable).
For more information, please refer to our Campaign FAQs here.
For any queries, contact us at atishya.awasthi@sattva.co.in or ipn@indiapartnernetwork.org
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Download the RFP templates by clicking here. After filling the templates, click on the 'Register' button above and upload the documents in the designated section.

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